Project overview
Every rep's pipeline, one glance.
Pulseboard's sales leaders ran on spreadsheets stitched together every Monday. We built a real-time CRM analytics layer on top of their existing data: live dashboards, forecast scoring and Slack digests that tell each rep exactly what to do next.
- Client
- Pulseboard
- Timeline
- 20 weeks
- Services
- Web app
The challenge
Data everywhere, insight nowhere.
Deals lived in three tools, forecasts were gut-feel, and managers spent Mondays reconciling numbers instead of coaching. Reps ignored the old dashboard entirely — it answered leadership's questions, not theirs.
Approach & solution
Designed for reps, loved by leadership.
We shadowed eight reps, then designed around one screen: today's priorities. Role-based views, one-click logging and a forecast model trained on two years of closed deals. Single sign-on and nightly warehouse sync kept IT happy.
- Real-time pipeline dashboards with forecast scoring
- Slack morning digests personalized per rep
- Warehouse sync with full audit history
Gallery
Inside the build
94%
Rep adoption
−9 days
Sales cycle
6 hrs
Saved weekly